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About the Role
This role is responsible for growing the business across Eastern Ontario and Gatineau, aiming to increase production and promote sales to support the Mass Market regional business development plan. You will manage relationships with key advisors, handle sales cases, and support advisors in their professional success through collaboration with internal teams.
Responsibilities
- Increase sales amongst primary aligned advisors.
- Complete Business Plan/KYA to understand advisor’s business and develop/strengthen relationships, including succession, business planning, marketing, prospecting, practice management, and compliance.
- Develop an understanding of advisors’ knowledge base and objectives to foster reliance and partnership for case work.
- Maintain and regularly update Recruitment Tracker and Activity Tracker to record advisor activities/interactions.
- Adhere to compliance and regulatory standards through documentation, training, and demonstration of behaviour and actions aligned to standards.
- Provide education and training for key advisors.
- Foster relationships and support inside/outside PPI (DAS, Investments, Wholesalers, etc.).
- Actively participate in industry events to promote the PPI brand and value proposition.
- Attract selected advisors to join PPI as their MGA.
- Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees.
Requirements
- 8+ Years of industry experience
- Previous insurance sales experience is an asset
- Deep understanding of family and business insurance landscape, product and concept knowledge
- Clear understanding of PPI tools and resources
- Understanding of HNW market
- Clear and effective communicator – including verbal, written and presentation skills
- Organized with proven ability to focus on primary tasks
- Adaptable with the flexibility to react quickly to Advisors’ needs
- Bilingualism (English/French) is an asset
Skills
- Sales
- Relationship Management
- Case Management
- Practice Management
- Compliance
- Communication
- Presentation Skills
- Organization
- Adaptability
- Bilingualism (English/French)
Location
- North York / 2235 Sheppard Avenue E
Work Type
- Full-time
Experience Level
- 8+ Years
Education Level
- Life licensed
- CFP & CLU designations (or working towards)
Salary/Compensations
- $120,000+
About the Company
- PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies.
- PPI provides value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset.
- PPI offers a diverse, inclusive, and equitable workplace that values different perspectives.
- PPI fosters a people-focused, inclusive, and collaborative culture with opportunities to learn and develop skills, advance careers, and make a meaningful impact.
- iA Financial Group is a company with over 8,000 employees, serving over four million clients and 25,000 advisors.
- iA Financial Group has over $200 billion in assets and invests half a billion in technological innovation.
- iA Financial Group has been in business for over 125 years.
Equal Opportunity
- At iA Financial Group, we support and celebrate diversity.
- We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
- Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.